{"id":418,"date":"2007-10-20T18:23:45","date_gmt":"2007-10-20T23:23:45","guid":{"rendered":"https:\/\/stockherd.com\/blog\/?p=418"},"modified":"2011-01-17T18:44:40","modified_gmt":"2011-01-17T23:44:40","slug":"using-index-based-funds-and-etfs","status":"publish","type":"post","link":"https:\/\/stockherd.com\/blog\/?p=418","title":{"rendered":"Using Index-Based Funds and ETFs"},"content":{"rendered":"<p>Here are the handouts from the DC Chapter of BetterInvesting class today on &#8220;Using Index Funds and Index-Based ETFs to Build a Core portfolio.&#8221;  <a href=\"..\/..\/mic\/files\/misc\/etf_class.pdf\">Class Handout<\/a>.<\/p>\n<p>If you are interesting in learning more about Index Funds and Index-based ETFs, here are some resources that might be helpful.<\/p>\n<p><strong>Books <\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/books.google.com\/books?id=2MCPAAAACAAJ&amp;dq=The+Little+Book+of+Common+Sense+Investing+bogle&amp;as_brr=0&amp;ei=hgQjR9_cMYWY7wL1ycjyBw\">The Little Book of Common Sense Investing<\/a> by John C. Bogle<\/li>\n<li><a href=\"http:\/\/books.google.com\/books?id=OgpSHAAACAAJ&amp;dq=random+walk+down+wall+street+malkiel&amp;as_brr=0&amp;ei=JwUjR86VFoP06wKuoI3zBw\">A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing<\/a>, 9th Ed. by Burton G. Malkiel<\/li>\n<li><a href=\"http:\/\/www.amazon.com\/Four-Pillars-Investing-Building-Portfolio\/dp\/0071747052\/ref=sr_1_1?ie=UTF8&amp;s=books&amp;qid=1295306769&amp;sr=8-1\">The Four Pillars of Investing: Lessons for Building a Winning Portfolio<\/a> by William J. Bernstein<\/li>\n<\/ul>\n<p><strong>Articles <\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/www.fundadvice.com\/articles\/buy-hold\/the-ultimate-buy-and-hold-strategy.html\">The Ultimate Buy-and-Hold Strategy<\/a><\/li>\n<li><a href=\"http:\/\/www.fundadvice.com\/articles\/buy-hold\/fine-tuning-your-asset-allocation.html\">Fine Tuning Your asset Allocation<\/a><\/li>\n<li><a href=\"http:\/\/www.vanguard.com\/bogle_site\/sp20060101.htm\">The Relentless Rules of Humble Arithmetic<\/a><\/li>\n<li><a href=\"http:\/\/www.vanguard.com\/bogle_site\/sp20040413.html\"> As The Index Fund Moves from Heresy to Dogma . . . \t\tWhat More Do We Need To Know<\/a>?<\/li>\n<\/ul>\n<p><strong>Websites<\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/fundadvice.com\/\">FundAdvice.com<\/a> &#8211; Website for Paul Merriam<\/li>\n<li><a href=\"http:\/\/www.vanguard.com\/bogle_site\/bogle_home.html\">Bogle Financial Markets Research Center<\/a><\/li>\n<li><a href=\"http:\/\/www.johncbogle.com\/wordpress\/\">John Bogle&#8217;s Blog<\/a><\/li>\n<li><a href=\"http:\/\/seekingalpha.com\/sector\/etf-content\">Seeking Alpha<\/a> &#8211; ETF Section<\/li>\n<li><a href=\"http:\/\/www.diehards.org\/\">Vanguard Diehard&#8217;s Forum<\/a><\/li>\n<li><a href=\"http:\/\/www.fundadvice.com\/sound-investing\/\">Weekly Podcast<\/a> by Paul Merriman<\/li>\n<\/ul>\n<p><strong>Spreadsheet <\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/passive-investor.googlegroups.com\/web\/Backtest-Portfolio-returns-rev9a.xls?gda=oLBY6lYAAABmzwdzvbUJkn6i4I-f5nHShKw8P0BFHPsfBYnYHCYfq5IDFsFh6mk-LFgXcLPmvNGCNzLMZl9X0F_VOK6oY1_I_GAQBRkI_C95zVGsnHe1DxPhGuxsWDLdLep2NLleRSE&amp;gsc=X9Dm6QsAAABoHC7z9BFxSD3OEkZ4LYqJ\">Backtesting spredsheet<\/a> from one of the members of the Vanguard Diehards Forum that will back test combinations of index funds from from 1972-2008.\u00c2\u00a0 [<a href=\"..\/..\/mic\/wp-content\/uploads\/2007\/10\/Backtest-Portfolio-returns-rev8h.ods\">Open office version<\/a>]\u00c2\u00a0 Here is the <a href=\"http:\/\/www.diehards.org\/forum\/viewtopic.php?p=30791\">thread<\/a> talking about the spreadhseet.<\/li>\n<\/ul>\n<p><strong>Other Data<\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/www.callan.com\/research\/institute\/periodic\/\">Callen Periodic Table of Investment Returns<\/a><\/li>\n<li><a href=\"http:\/\/www2.standardandpoors.com\/portal\/site\/sp\/en\/us\/page.article\/3,1,1,0,1148443588389.html\">The Standard &amp; Poor&#8217;s Index Versus Active (SPIVA) Scorecard<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Here are the handouts from the DC Chapter of BetterInvesting class today on &#8220;Using Index Funds and Index-Based ETFs to Build a Core portfolio.&#8221; Class Handout. If you are interesting in learning more about Index Funds and Index-based ETFs, here are some resources that might be helpful. Books The Little Book of Common Sense Investing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-418","post","type-post","status-publish","format-standard","hentry","category-etfs"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=418"}],"version-history":[{"count":6,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/418\/revisions"}],"predecessor-version":[{"id":421,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/418\/revisions\/421"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}